Investment, Insurance, Superannuation
To request a change of adviser, separate forms for OnePath Superannuation and Investments products, and for Zurich Insurance products are now required.
This change is the result of the separation of the OnePath Superannuation and Investments business from the Zurich Insurance business completed on 11 April 2022.
What do you need to do?
To complete a Change of Adviser with your client you’ll find updated forms on the OnePath website. Any new Change of Adviser applications will need to be on the new forms.
If your client holds both OnePath Superannuation and Investments products, and Zurich Insurance products, you and your client will need to complete and return separate Change of Adviser Request forms for each product group.
Instructions are included on each form.
The OnePath Superannuation and Investments Change of Adviser Request form covers superannuation and investment products issued by OnePath Custodians Pty Limited (OnePath Custodians) and OnePath Funds Management Limited (OnePath Funds Management).
The Zurich Insurance Change of Adviser Request form covers insurance products where the insurance cover is provided by Zurich Australia Limited (Zurich), including insurance through super products such as OneCare Super.
We’re here to help
If you have any questions or would like further information, please:
The information in this notice has been prepared by OnePath Funds Management Limited (ABN 21 003 002 800, AFSL 238342) (OPFM) and OnePath Custodians Pty Limited (ABN 12 008 508 496, AFSL 238346, RSE L0000673) (OPC) as issuers of superannuation and investment products (‘the Issuers’). This information is current as at April 2022 and may be subject to change.
OPFM and OPC are members of the Insignia Financial Group of Companies, comprising Insignia Financial Ltd (formerly known as IOOF Holdings Ltd) (ABN 49 100 103 722) and its related bodies corporate (‘Insignia Financial Group’).
Zurich Australia Limited (ABN 92 000 010 195 AFSL 232510) (Zurich) is the issuer of the insurance products referred to in this notice. Zurich is a company within the Zurich Financial Services Australia Group of companies comprising Zurich Financial Services Australia Limited ABN 11 008 423 372 and its related bodies corporate. Zurich is not a related body corporate of either OPC or OPFM or any other company in the Insignia Financial Group.
The information provided in this document is for Advisers only, is of a general nature and does not take into account the objectives, financial situation or needs of any person. It is not intended for distribution to retail clients. Retail clients should obtain a Product Disclosure Statement (PDS) relating to the financial products mentioned in this communication and consider it before making any decision about whether to acquire or continue to hold those products. Target Market Determinations (TMDs) for relevant products are also required to be made available and considered by distributors/clients. A copy of the PDS (or other disclosure documents) and TMD are available upon request by phoning 133 665 (superannuation and investment products) or 133 667 (for insurance products) by searching for the applicable product on our website at onepathsuperinvest.com.au or zurich.com.au